Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Thomas C

Series 66

Point Pleasant, NJ

Equitable Advisors

Thomas Comer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Jeffrey T

Series 63, Series 65

Point Pleasant, NJ

Equitable Advisors

Jeffrey Trause is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to accommodate diverse client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Thomas W

Series 66

Point Pleasant, NJ

Equitable Advisors

Thomas Williams is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding a Series 66 credential and 11 years of industry experience. He has worked at Equitable Advisors since 2015, including time when the firm was known as Axa Advisors. Outside of financial advising, Williams is involved as a laborer with All Seasons Aesthetics. Equitable Advisors serves a diverse client base, including individual, high-net-worth, corporate, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment advisory and broker-dealer platform.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Brian T

Series 66

Point Pleasant, NJ

Equitable Advisors

Brian Trause is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with Athos Benefits Consulting, which focuses on group benefits. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a range of third-party asset managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")